


O'Brien Greene &
Investment Management • Media, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 218 W. State St., Media, PA 19063, US |
| Phone number | +16108917880 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Equity, Asset Management, Fixed Income, Portfolio Management, Financial Planning |
| Founded | 1969 |
| Employees | 1-10 |
| Socials |
Key Contact at O'Brien Greene &
Mark Brien
President and CEO
About O'Brien Greene &
Since 1969, the investment advisory firm of O’Brien Greene & Co. has provided independent investment management to a diverse clientele. Individuals, families, trusts, and retirement plans make up the majority of our clients, though we have also served insurance companies, charitable endowments, credit unions, and banks. Our philosophy is straightforward: we seek the preservation and growth of capital through good and bad markets. The firm manages approximately $400 million in separate account portfolios of individual stocks and bonds, as well as a small-cap stock limited partnership. Each client receives an unusually high level of personal attention.
O'Brien Greene & revenue & valuation
| Annual revenue | $26,500,000 |
| Revenue per employee | $6,622,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $84,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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O'Brien Greene & has 1 employees across 1 departments.
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Funding Data
O'Brien Greene & has never raised funding before.
O'Brien Greene & Tech Stack
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